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Asset Allocation Outlook Prolonging the Expansion Prolonging the Expansion We discuss portfolio positioning for our outlook of economic momentum recovering in 2020, but with certain risks at elevated levels.
Economic and Market Commentary Disruptors v Disrupted Disruptors v Disrupted In the midst of disruption, who will be the disruptors poised to outperform, and who will be the disrupted left behind? We see six factors that are crucial to this distinction.
Economic and Market Commentary Finding Value in a Disrupted World Finding Value in a Disrupted World When allocating capital, how do we seek to differentiate between value stars and value traps? Follow the cash flow.
Economic and Market Commentary A Time to Be Selective in Equities A Time to Be Selective in Equities In a slowing but still growing environment, PIMCO’s asset allocation team favors a selective approach to equities, paying close attention to profits, factors, styles and geographies.
Economic and Market Commentary Defensively Positioned for a Decelerating World Defensively Positioned for a Decelerating World PIMCO’s asset allocation experts believe that investors should emphasize quality and stay defensive as they position portfolios for a world of slower economic growth.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 24 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
